MCO MOODYS CORP

Ownership history in Jefferies Financial Group Inc.  ·  24 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported MOODYS CORP (MCO) in 24 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows MCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in MOODYS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jefferies Financial Group Inc. held MCO — position size vs. price
% of Fund (quarterly)    MCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 559 -9,463 -94.4% 0.00% $286K 2026-02-14 (Est.) $425.52
2025 Q3 ADDED 10,022 +7,722 +335.7% 0.02% $4.8M 2025-11-13 $488.74
2025 Q3 ADDED 2,300 +1,701 +284.0% 0.01% $1.1M 2025-11-13 $488.74
2024 Q2 REDUCED 599 -27,495 -97.9% 0.00% $252K 2024-08-13 $458.31
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jefferies Financial Group Inc. and MCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jefferies Financial Group Inc. reported owning MCO?

Jefferies Financial Group Inc. reported MCO across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MCO position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for MCO was 0.02% in 2025 Q3.

What is the latest reported MCO position on this page?

The most recent filing on this page is 2025 Q4, when Jefferies Financial Group Inc. reported 559 shares, equal to 0.00% of portfolio, with an estimated market value of $286K.

What does the chart on this MCO ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly MCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Jefferies Financial Group Inc. Holdings